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Walden Wealth Partners’s Boeing BA Stock Holding History

Walden Wealth Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$561K Hold
3,084
– – 0.31% 46
2024
Q1 		$565K Sell
3,084
-757
-20% -$156K 0.33% 43
2023
Q4 		$1M Buy
+3,841
New +$821K 0.63% 25

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walden Wealth Partners's BA Position: Q2 2024 in Review

Walden Wealth Partners held its Boeing (BA) position steady in Q2 2024 at 3,084 shares worth $561K. The position accounts for 0.31% of the portfolio, ranked #46.

Walden Wealth Partners first reported a position in BA in Q4 2023 and has held it in 3 quarters since. The position peaked at $1M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Walden Wealth Partners held 3,084 shares of Boeing worth $561K as of Q2 2024.
  • Walden Wealth Partners left its Boeing share count unchanged in Q2 2024.
  • Boeing made up 0.31% of Walden Wealth Partners's portfolio in Q2 2024, its #46 holding.
  • Walden Wealth Partners first reported a position in Boeing in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Boeing position peaked at $1M in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.